Castleview Partners’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Castleview Partners’s Portfolio DJAN Stock Details DJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$397K	Hold	8,506	–	–	0.17%	138
2026 Q2	$387K	Sell	8,506 -1	-0%	-$45	0.17%	136
2026 Q1	$362K	Buy	8,507 +3,091	+57%	+$134K	0.19%	123
2025 Q4	$235K	Hold	5,416	–	–	0.12%	171
2025 Q3	$228K	Hold	5,416	–	–	0.12%	160
2025 Q2	$218K	Hold	5,416	–	–	0.14%	161
2025 Q1	$206K	Buy	+5,416	New	+$211K	0.14%	166

Other funds holding DJAN

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Lionshead Wealth Management New York $148M AUM 20.05% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Castleview Partners's DJAN Position: Q3 2026 in Review

Castleview Partners held its FT Vest US Equity Deep Buffer ETF January (DJAN) position steady in Q3 2026 at 8,506 shares worth $397K. The position accounts for 0.17% of the portfolio, ranked #138.

Castleview Partners first reported a position in DJAN in Q1 2025 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold DJAN as of Q3 2026.

Castleview Partners held 8,506 shares of FT Vest US Equity Deep Buffer ETF January worth $397K as of Q3 2026.
Castleview Partners left its FT Vest US Equity Deep Buffer ETF January share count unchanged in Q3 2026.
FT Vest US Equity Deep Buffer ETF January made up 0.17% of Castleview Partners's portfolio in Q3 2026, its #138 holding.
Castleview Partners first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2025 and has held it in 7 quarters since.
33 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.